Setting Financial Goals

Having goals and putting a plan in place will help you be able to achieve them. Talking to a financial planner is a great way to start.

Building your financial security can be a juggling act and an ongoing on too! There are going to be goals that you have with different objectives and timelines. Some goals may be within reach with deadlines that are ASAP, while others may have deadlines that are decades in the future.

A great place to start is creating a master list of all of your goals. When you have a clear path of what you are trying to achieve, it is easier to plot your course of action. The biggest thing is making a plan, if you don’t have a plan you can’t achieve your goals.

Let’s start by breaking our goals down into short-term and long-term. List out your goals and the dates you want or need to achieve them by. A shot-term goal is one that you need to achieve in less than the next year. Your long-term goals will be those that are longer than a year.

If you are not sure what your goals are, start thinking about what you need and what you want. Make sure you have a 3-6 month emergency fund set up, if not, this should be at the top of your short-term goal list. Do you have children? You can never start planning to early for college.

Having goals and putting a plan in place is what will help you be able to financially achieve them. Sitting down with a financial planner is a great way to help build those plans, they can help you look at your budget and income and strategize the best way to put towards your savings.


Picture of Michael Callahan

Michael Callahan

CEO of Intentional Accounting

Financial Advice

Related Posts

Mistakes Business Owners Make

Some Mistakes Business Owners Make, and How to Fix Them

Some of the consequences of not filing taxes correctly, financial mistakes, and inaccurate information can be detrimental to the life of the business. You can use an accountant to make sure that your business can be more efficient in making money, optimizing your time, making fewer of mistakes, and being prepared for anything.

The Importance of Accounting

Although accounting caters more to the business world, it applies to everyday life with budgeting, it’s installed after the accounting process.

Navigating Economic Downturns

A Guide to Navigating Economic Downturns and Uncertainty

In an ever-changing economic landscape, the ability to weather downturns and uncertainties is a hallmark of financial resilience. Whether you’re an individual or a business owner, strategic planning and preparedness are key to navigating the challenges that economic fluctuations can bring.